+130.7%
H vs VOO
+82.3%
+48.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.2% |
| 7D | -0.9% | +0.5% | -1.4% | -1.5% |
| 30D | -9.3% | -0.9% | -8.3% | -8.2% |
| 3M | -16.8% | +3.9% | -20.7% | -20.7% |
| 6M | +7.9% | +14.5% | -6.7% | -8.6% |
| YTD | +0.8% | +13.0% | -12.2% | -13.1% |
| 1Y | +11.2% | +19.4% | -8.2% | -10.5% |
| 3Y | +45.8% | +78.9% | -33.1% | -26.4% |
| 5Y | +130.7% | +82.3% | +48.4% | +18.5% |
| All | +130.7% | +82.3% | +48.3% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling